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Through a series of fortunate events I have found myself with over $10mil in eBay stock. However, at this point I would like to diversify so I can sleep better.

I'm retired so I need some kind of income, but I still would like to increase the value of the holdings.

A guy at Edward Jones laid out a plan that would give that would generate about 3-4% in cash returns, and 8-9% in equity value increase. How does that compare against what other people are doing?

Are CRTs a good way to go to avoid the taxes on selling? What other ways are there?
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